Tchater maintenant avec le support
Tchattez avec un ingénieur du support

Starling CertAccess Hosted - Web Portal User Guide

General tips and getting started Requests Attestation Responsibilities Managing data Managing user permissions for the Web Portal Setting up and configuring request functions Appendix: Attestation conditions and approval policies from attestation procedures

Specifying the priority of products in your shopping cart

After you have added products to your shopping cart (see Adding products to the shopping cart), you can specify their priority. The priority allows approvers to quickly identify how important a product request is.

To specify the priority of a product in the shopping cart

  1. In the menu bar, click Requests > Shopping cart.

  2. On the Shopping Cart page, click Edit next to the product whose priority you want define.

  3. In the details pane, in the Priority menu, select the priority.

  4. Click Save.

    Now you can add more products to your shopping cart, set additional options for products in the shopping cart, or submit the request.

Related topics

Giving a reason for requests

After you have added products to your shopping cart (see Adding products to the shopping cart), you can give reasons for requesting them. A reason can help approvers make their approval decisions.

To give a reason for requesting a product from the shopping cart

  1. In the menu bar, click Requests > Shopping cart.

  2. On the Shopping Cart page, click Edit next to the product with the request you want to justify.

  3. In the details pane, in the Reason field, enter your reason for requesting this product.

  4. Click Save.

    Now you can add more products to your shopping cart, set additional options for products in the shopping cart, or submit the request.

Related topics

Checking the shopping cart

When you send a request, it is automatically checked to see if it contains invalid products. You can also run this check before you submit the request. If necessary, you will be shown why specific product requests are invalid.

To check your shopping cart for invalid products

  1. In the menu bar, click Requests > Shopping cart.

  2. On the Shopping Cart page, perform one of the following actions:

    • Click (Actions) > Check shopping cart.

    • Click Submit.

      NOTE: If the check is successful, the request can be submitted.

    If invalid products are found, an appropriate message appears in the Check result column next to the invalid product.

  3. In the list, click Error next to the invalid product.

    In the details pane, the relevant message is displayed that gives you precise information about why you cannot request the product.

Related topics

Requesting products in the shopping cart for multiple identities

After you have added products to your shopping cart (see Adding products to the shopping cart), you can request the products in your shopping cart for other identities as well.

To request a product in the shopping cart for multiple identities

  1. In the menu bar, click Requests > Shopping cart.

  2. On the Shopping Cart page, click Edit next to the product that you want to request for other identities.

  3. In the details pane, click Actions > Request for multiple identities.

  4. In the Request for Multiple Identities pane, select the check boxes next to the identities you want to request the product for.

  5. Click Apply.

  6. Close the details pane.

    Now you can add more products to your shopping cart, set additional options for products in the shopping cart, or submit the request.

Related topics
Documents connexes

The document was helpful.

Sélectionner une évaluation

I easily found the information I needed.

Sélectionner une évaluation